See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $17,312 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,301 | $49,915-49.3% | $154,803-83.7% | $74,304-65.9% |
| Participation rate | 52.3% | 54.0%-1.7pp | 78.1%-25.8pp | 60.3%-8.1pp |
| Annual return | 13.84% | 34.06%-20.2pp | 58.88%-45.0pp | 29.43%-15.6pp |
| Employer contribution / active EE | $1,070 | $1,611-33.6% | $4,305-75.1% | $2,241-52.3% |
| Participant deferral / active EE | $2,758 | $2,255+22.3% | $5,540-50.2% | $3,767-26.8% |
| Admin fee / account holder | $196 | $2,189-91.0% | $14,329-98.6% | $2,969-93.4% |